Values
Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:
Fiduciary Responsibility
As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.
Engaged Partnership
As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.
Complete Transparency
We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.
Professional Execution
Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.
Team
Helping Create Successful Outcomes Through Market Cycles
Wealth Team
Todd A. Veillon
Founder, Chartered Financial Consultant, Insurance Professional
Todd founded Capital Planning LLC. in 1992. Todd is currently a ChFC who holds life, accident and health insurance licenses. He is a devout Catholic that has been married to his wife Vicki for 42 years. They reside in Ville Platte, LA. Todd is the father of 4 children, 2 of which are now his partners at Capital Planning LLC. He is an avid sportsman who enjoys the outdoors, hunting, fishing and reading.
Todd truly believes in the retirement strategies, concepts and principles he teaches his clients and follows them in his own life. He has made it his mission with Capital Planning to share these concepts with families and small business in his local community. Over the years Todd has branched out and has clients in several of the surrounding states.
Marcus Veillon
Partner, Investment Advisor Representative, and Insurance Professional
Marcus is a partner at Capital Planning LLC. He currently holds and insurance license and is an Investment Advisor representative. He has been with Capital Planning since 2014. He and his wife Breanne have 3 children and reside in Ville Platte, LA. Marcus is an avid hunter who loves spending time outdoors. He enjoys spending time with his family and friends. Marcus also enjoys coaching all three of his daughter’s softball teams.
Amie Ortego
Partner, Advisory Administrator, Insurance Professional and Office Manager
Amie is a partner at Capital Planning, LLC. She currently holds an insurance license. Amie is also the office manager for Capital Planning. She has been with Capital Planning since 2007. She and her husband Joshua L. Ortego CPA have 3 children and reside in Ville Platte, LA. Amie enjoys spending time with family and friends and attending her children’s sporting events.
Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Rosie Riley
Head of Operations
Ms. Riley is responsible for leading the Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.